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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
BCA
851
Berman Capital Advisors
Georgia
$16K +$18.6K +104 New
CGT
852
Capital Guardian Trust
California
$15K -$107K -598 -87%
CT
853
Clearstead Trust
Maine
$15K
PFO
854
Pathstone Family Office
New Jersey
$14K +$14.7K +82 New
TFO
855
Tarbox Family Office
California
$13K +$7.52K +42 +124%
OIA
856
Optimum Investment Advisors
Illinois
$12K -$197K -1,100 -94%
CIM
857
Contravisory Investment Management
Massachusetts
$12K
SMFS
858
Squar Milner Financial Services
California
$12K
WC
859
Whitnell & Co
Illinois
$12K
PB
860
Pinnacle Bancorp
Nebraska
$12K +$13.1K +73 New
GEA
861
Glen Eagle Advisors
New Jersey
$11K
WTC
862
WhitTier Trust Company
Nevada
$11K -$184K -1,025 -94%
SWP
863
Strategic Wealth Partners
Ohio
$11K
GI
864
Gradient Investments
Minnesota
$10K
PWMG
865
Prestige Wealth Management Group
New Jersey
$9K +$9.67K +54 New
WIM
866
Westside Investment Management
California
$8.67K -$16.7K -93 -65%
KTC
867
Kistler-Tiffany Companies
Pennsylvania
$8K
SGAM
868
Smith Group Asset Management
Texas
$7K -$1.79K -10 -20%
BAMG
869
Brand Asset Management Group
Missouri
$7K
WAP
870
Wealthcare Advisory Partners
Pennsylvania
$7K
CFA
871
Clarfeld Financial Advisors
New York
$7K +$6.81K +38 New
PWM
872
PRW Wealth Management
Massachusetts
$7K +$8.06K +45 New
BWM
873
Baystate Wealth Management
Massachusetts
$6K
WAS
874
WESPAC Advisors SoCal
California
$6K
AF
875
Allworth Financial
California
$6K +$6.27K +35 New